OP Asset Management’s Lumentum LITE Stock Holding History

OP Asset Management’s Portfolio LITE Stock Details LITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.87M	Buy	8,009 +647	+9%	+$577K	0.07%	204
2026 Q1	$5.17M	Buy	7,362 +4,123	+127%	+$2.27M	0.05%	245
2025 Q4	$1.19M	Sell	3,239 -391	-11%	-$100K	0.01%	560
2025 Q3	$591K	Buy	+3,630	New	+$453K	0.01%	659

Other funds holding LITE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

OP Asset Management's LITE Position: Q2 2026 in Review

OP Asset Management increased its Lumentum (LITE) stake by 8.8% in Q2 2026, buying an estimated $577K and bringing the position to 8,009 shares worth $6.87M. The position accounts for 0.07% of the portfolio, ranked #204.

OP Asset Management first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 533 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

OP Asset Management held 8,009 shares of Lumentum worth $6.87M as of Q2 2026.
OP Asset Management bought 647 Lumentum shares in Q2 2026, an estimated $577K.
Lumentum made up 0.07% of OP Asset Management's portfolio in Q2 2026, its #204 holding.
OP Asset Management first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
533 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.